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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1726
Sage Capital Management
New Jersey
$786K – – –
RMDI
1727
R.M. Davis Inc
Maine
$786K +$452K +1,412 +155%
MWS
1728
MFA Wealth Services
California
$785K -$211K -658 -22%
HIA
1729
Harbor Investment Advisory
Maryland
$784K -$636K -1,985 -46%
RRA
1730
Round Rock Advisors
Connecticut
$783K +$6.08K +19 +0.8%
PHAM
1731
Palisades Hudson Asset Management
Florida
$783K – – –
SG
1732
StoneX Group
New York
$782K +$85.8K +268 +13%
SFG
1733
Sovereign Financial Group
Connecticut
$782K -$35.2K -110 -5%
OWP
1734
ORG Wealth Partners
Texas
$779K +$25.3K +79 +4%
CA
1735
Crumly & Associates
Illinois
$779K -$458K -1,432 -38%
KA
1736
Kozak & Associates
Colorado
$777K +$1.28K +4 +0.2%
CIS
1737
Custom Index Systems
New York
$774K +$8K +25 +1%
TWM
1738
TRB Wealth Management
Texas
$772K -$48K -150 -6%
CFM
1739
Catalyst Funds Management
Australia
$772K +$730K +2,281 New
BW
1740
Blalock Williams
Alabama
$770K +$19.5K +61 +3%
RZH
1741
Relyea Zuckerberg Hanson
Connecticut
$766K +$176K +549 +32%
CWM
1742
Connecticut Wealth Management
Connecticut
$766K – – –
Group One Trading
1743
Group One Trading
Illinois
$765K -$8.55M -26,718 -92%
CWM
1744
Consultiva Wealth Management
Puerto Rico
$765K – – –
VAG
1745
VisionPoint Advisory Group
Texas
$765K -$18.3K -57 -2%
ATFA
1746
All Terrain Financial Advisors
Minnesota
$764K – – –
HWA
1747
HCR Wealth Advisors
California
$764K +$200K +625 +38%
LW
1748
Linscomb Wealth
Texas
$761K -$179K -560 -20%
BHIA
1749
Birch Hill Investment Advisors
Massachusetts
$761K -$9.93K -31 -1%
PAS
1750
Professional Advisory Services
Florida
$761K +$240K +750 +50%